@capital_mindset Avatar @capital_mindset Capital Mindset

Capital Mindset posts on X about $nvda, nvda, $googl, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 73% technology brands 33% finance 23% cryptocurrencies 5% financial services 5% countries 5% social networks 4% currencies 3% automotive brands 3% luxury brands 1%

Social topic influence $nvda 11%, nvda 9%, $googl 8%, if you 8%, googl 7%, $amzn 7%, business 6%, ai 6%, meta 6%, amzn 6%

Top accounts mentioned or mentioned by @andrewm61370616 @sjb987654321 @alderlaneeggs @0gbaconmemes @chitchatstocks @eliantcapital @acce @batplc @whitehouse @pulte @buccocapital @ramahluwalia @ckrawl @michaeljburry @alohaoasis @zephyrz9 @gabsterisim @marctheaardvark

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Apollo Global Management, Inc. (APO) Metadium (META) Microsoft Corp. (MSFT) Old Dominion Freight Line Inc (ODFL) Fair Isaac, Corp. (FICO) Now Coin (NOW) Taiwan Semiconductor (TSM) PayPal Holdings Inc (PYPL) S&P Global Inc (SPGI) Intuit Inc. (INTU) Sandisk Corporation (SNDK) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) GXO Logistics, Inc. (GXO) United Rentals, Inc. (URI) Affirm Holdings, Inc. (AFRM) Moody's Corporation (MCO) Micron Technology, Inc. (MU) Generac Holdings Inc. (GNRC) Oscar Health, Inc. (OSCR) Sterling Infrastructure, Inc. Common Stock (STRL) RAI Finance (SOFI) Strategy (MSTR) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) D-Wave Quantum Inc. (QBTS) Quantum Computing Inc. (QUBT) Adobe, Inc. (ADBE) Oracle Corporation (ORCL) 4 (FOUR) Toast, Inc. (TOST) Klarna Group plc (KLAR) Synchrony Financial (SYF) JPMorgan Chase (JPM) Ares Management, Corp. (ARES) Bridge Investment Group Holdings, Inc. (BRDG) Walmart, Inc. (WMT) GE Vernova Inc. (GEV)

Top Social Posts

Top posts by engagements in the last [--] hours

"$ODFL $GXO Truckload rejections continue to surge. Now at 10.10%. Last time we saw this level was April [--] [----] - the start of the Great Freight Recession. https://t.co/9Ocdx8wJfz Truckload rejections continue to surge. Now at 10.10%. Last time we saw this level was April [--] [----] - the start of the Great Freight Recession. https://t.co/9Ocdx8wJfz"
X Link 2025-12-14T18:10Z [----] followers, [----] engagements

"When a $FOUR shareholder sees a $TOST shareholder"
X Link 2025-11-16T02:49Z [----] followers, [----] engagements

"$APO thank you for your shares Me buying your shares that you panic sold off a backwater regional shitco bank having a problem $APO https://t.co/ZSrGusV9q2 Me buying your shares that you panic sold off a backwater regional shitco bank having a problem $APO https://t.co/ZSrGusV9q2"
X Link 2025-12-09T17:18Z [----] followers, [----] engagements

"Too simplistic you you're just taking apples to apples PE of the index over time without factoring for constituency and % allocation to cyclicals/commodity & financials vs tech. I'm long $APO but they have a decent incentive to push that narrative for obvious reasons. have fun staying poor Apollo casually predicting ZERO returns for the S&P [---] over the coming DECADE. https://t.co/2XGjshRVLf have fun staying poor Apollo casually predicting ZERO returns for the S&P [---] over the coming DECADE. https://t.co/2XGjshRVLf"
X Link 2025-12-11T17:55Z [----] followers, [----] engagements

"$URI is a pretty good business to be long. Still lots of runway with a nice improvement in economics over time. The top [--] players in North America make up just 30% of the equipment rental market; the next [--] players another 30%. The rest is extremely fragmented. https://t.co/wjjSkU5XCZ The top [--] players in North America make up just 30% of the equipment rental market; the next [--] players another 30%. The rest is extremely fragmented. https://t.co/wjjSkU5XCZ"
X Link 2025-12-27T19:18Z [----] followers, [----] engagements

"@chitchatstocks $AFRM and $KLAR are both superior. Still widely misunderstood and just placed in the sub prime bucket"
X Link 2026-01-23T02:08Z [----] followers, [---] engagements

"$SYF once again posting decent results with positive commentary on consumption. Naturally market narrative on weak consumer persists. Delinquency rates continue to be below historic norms trending down on the 90-plus and 30-plus. This on top of prior constructive comments from $JPM we will see how long it lasts. No position in the name. https://twitter.com/i/web/status/2016267051321507971 https://twitter.com/i/web/status/2016267051321507971"
X Link 2026-01-27T21:48Z [----] followers, [---] engagements

"$ODFL ISM comes in hot. Truckload Tender Rejections hit multi-year highs. Signs that the Great Freight Recession is over with continue to pile up. https://t.co/5QwoE03n4k ISM comes in hot. Truckload Tender Rejections hit multi-year highs. Signs that the Great Freight Recession is over with continue to pile up. https://t.co/5QwoE03n4k"
X Link 2026-02-02T18:35Z [----] followers, [---] engagements

"Yes but I'm not long most of those companies. I simply said they were down. I'm long $NVDA and recently $FICO. I am not long $NOW still think its expensive. $CSU looks good here because VMS is not getting disrupted. Reading my post yeah I can see how you didn't see I'm mainly referring to $NVDA https://twitter.com/i/web/status/2019120191146230055 https://twitter.com/i/web/status/2019120191146230055"
X Link 2026-02-04T18:45Z [----] followers, [---] engagements

"The $GOOGL print reinforces my prior thought here. How do you not buy $NVDA and by that token still $TSM. AI was killing everything yesterday and somehow the backbone of that was also being sold off. Todays one of those days you have to hold your nose and buy a little. Lots of big moves on no real news just renewed growth scare narratives spinning again. Today I learned that AI is apparently going to kill everything like $SPGI $FICO $MCO $CSU $NOW $INTU etc. while Todays one of those days you have to hold your nose and buy a little. Lots of big moves on no real news just renewed growth scare"
X Link 2026-02-04T21:45Z [----] followers, [----] engagements

"Even if that was a major issue (assuming alot of destruction in software) $ARES is less than 9% now and $APO has a started target of 9% with already having begun repositioning early [----]. If anything they agree with your concern a year ago. Also note the chart is wrong. $APO has real asset exposure and purchased $BRDG which closed in late half of [----] which puts them at over $110 billion or so in real assets. Some more detail on exposure. $ARES has roughly 6% total exposure and 9% credit exposure to software. APO is about 8% in the credit exposure according to comments from an executive. We"
X Link 2026-02-08T00:09Z [----] followers, [---] engagements

"$SNDK $000660 $005930 $MU Someone asked me today how long the DRAM supply shortage would last. I answered [----] but I may need to revise that answer. According to SEMI's data while AI infrastructure investment is expanding rapidly each year DRAM production capacity (CAPA) is expected to grow at a https://t.co/C4UTVTzIFX Someone asked me today how long the DRAM supply shortage would last. I answered [----] but I may need to revise that answer. According to SEMI's data while AI infrastructure investment is expanding rapidly each year DRAM production capacity (CAPA) is expected to grow at a"
X Link 2026-02-11T04:14Z [----] followers, [----] engagements

"$GNRC is pretty cheap here. You've likely deflated all and more of the expectations for its DC product. It still trades as if a hurricane is going to destroy me. At the current price I think you're getting the legacy business at a fair price alongside the opportunity to grow what looks to be the largest needle mover in the company's history. Could see this get past $200 if we don't see a massive downshift in DC investment in [----]. If you get worse weather next year probably get a little extra juice in it. https://twitter.com/i/web/status/2002087688569074115"
X Link 2025-12-19T18:44Z [----] followers, [----] engagements

"@sjb987654321 🥹 buy $WMT"
X Link 2026-02-14T02:52Z [----] followers, [---] engagements

"Todays one of those days you have to hold your nose and buy a little. Lots of big moves on no real news just renewed growth scare narratives spinning again. Today I learned that AI is apparently going to kill everything like $SPGI $FICO $MCO $CSU $NOW $INTU etc. while at the same time $NVDA is somehow not going to grow. Were back to some fear in the market which is good and healthy. https://twitter.com/i/web/status/2018768733821399539 https://twitter.com/i/web/status/2018768733821399539"
X Link 2026-02-03T19:29Z [----] followers, [----] engagements

"$ODFL Trucking revival is here ODFL Q4 call was constructive: the network is built for growth pricing and service remain best in class and early cycle demand signals are improving. Yield and service: Management reported 99% on time service and a 0.1% cargo claims ratio for Q4 alongside a 4.9% year over year increase in LTL revenue per hundredweight ex fuel in Q4 and 3.9% in January explicitly tying this to disciplined yield management and revenue quality. Early demand turn: The CFO highlighted weight per shipment rising from about [----] pounds in September and October to [----] in November and"
X Link 2026-02-04T19:33Z [----] followers, [---] engagements

"Sundar when asked what keeps him up at night. $GEV $TSM $SNDK $MU $HY9F $GNRC"
X Link 2026-02-04T22:27Z [----] followers, [---] engagements

"$AFRM comment on consumer narrative "But we are probably one of the noisiest environments as far as information headed for consumers' heads maybe ever certainly in my lifetime. Like there's news every day and some of it reads like science fiction and some of it is science fiction or at least slop ." - Max Levchin Bravo. bravo. https://twitter.com/i/web/status/2019801624688963847 https://twitter.com/i/web/status/2019801624688963847"
X Link 2026-02-06T15:53Z [----] followers, [----] engagements

"the goat 🐐"
X Link 2026-02-07T23:17Z [----] followers, [----] engagements

"everyone should learn about price elasticity of demand BOE blames Trump's trade war with China for UK inflation as China raises prices on exports to Britain to recover the cost of US tariffs Bank of England policymaker Catherine Mann said. So. China can't pass through tariffs costs in the US and is forced to do so elsewhere BOE blames Trump's trade war with China for UK inflation as China raises prices on exports to Britain to recover the cost of US tariffs Bank of England policymaker Catherine Mann said. So. China can't pass through tariffs costs in the US and is forced to do so elsewhere"
X Link 2026-02-09T23:32Z [----] followers, [---] engagements

"I'm communicating this to you via fax"
X Link 2026-02-10T17:56Z [----] followers, [---] engagements

"$SPGI Thank you"
X Link 2026-02-10T19:59Z [----] followers, [---] engagements

"RT @eliant_capital: Now send Mag-7 to highs now that they piled into consumer staples at 40X earnings"
X Link 2026-02-14T01:55Z [----] followers, [--] engagements

"Remember: Software is ded because the AI will kill it. But the thing that will provide the AI is dead because the ROI is not visible. THANK YOU FOR YOUR ATTENTION TO THIS MATTER"
X Link 2026-02-14T01:59Z [----] followers, [----] engagements

"You guys are crazy. Why are you freaking out Data is pretty bullish still. Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV"
X Link 2026-02-15T19:28Z [----] followers, [---] engagements

"Over the short term narratives can be very powerful. wow. Bounce soon is likely. Market threw everything out and while there will be zeros or companies where growth gets impaired there will be gems no doubt there will be winners too or business as usual. So many of these softwares cos are just cooperatives with no real earnings power just adjusted earnings power. Record put volumes for software $crm $now $pltr $igv Be very careful to look at companies with defensible moats https://t.co/muAcXArPZM Record put volumes for software $crm $now $pltr $igv Be very careful to look at companies with"
X Link 2026-02-15T19:32Z [----] followers, [---] engagements

"I love how most people dont know what the source is 🤣 dance monkeys dance BREAKING: Amazon $AMZN first day traffic for Amazon Prime Day is down 41% per Bloomberg. BREAKING: Amazon $AMZN first day traffic for Amazon Prime Day is down 41% per Bloomberg"
X Link 2025-07-09T18:04Z [----] followers, [----] engagements

"The coordinated pumping of $OSCR by retail Twitter accounts led their followers to slaughter. Down 40% in the last three weeks. Careful out there https://t.co/d9qfncTMzi The coordinated pumping of $OSCR by retail Twitter accounts led their followers to slaughter. Down 40% in the last three weeks. Careful out there https://t.co/d9qfncTMzi"
X Link 2025-07-22T19:27Z [----] followers, [----] engagements

"I thank all of those who sacrificed themselves for the cause I love it when retail streamers pump your stock even more to the stratosphere $TSSI. Nice opportunity to take my cost basis out yet again I thank you 🙏 I love it when retail streamers pump your stock even more to the stratosphere $TSSI. Nice opportunity to take my cost basis out yet again I thank you 🙏"
X Link 2025-08-12T16:23Z [----] followers, [----] engagements

"$PYPL being a PYPL bear for most of the past [--] years to switch bullish after the last quarter feels a little extra nice today. A little highlight from what I liked. 1) [----] billion in cash + st investments contrasted with roughly [--] billion in LT debt. Still overall relatively low leverage offering flexibility in capital deployment. Buybacks continue to be my favored use. Some folks seem to misunderstand their effects. One highlight on the dividend policy as I read it a 10% of distributable earnings is a great way to do it. I dislike programatic inflexible dividends. 2) TPV accelerated to 8%"
X Link 2025-10-28T16:22Z [----] followers, [----] engagements

"Still think RE plays are cheap. REITs continue to be heavily discounted and are more likely forward pricing changes in private markets. I still maintain [----] is an accumulation year for REITs. Albeit at a slower pace for me as many recovered from their relative lows"
X Link 2023-08-16T00:45Z [----] followers, [---] engagements

"I thought I'd share these both here and YouTube outside of the investment club. Personal Holdings updated publicly on YT and Holding CO updated only to members with full transparency of $ figures and brokerage return calculations. The following are calculated returns by Merrill"
X Link 2023-09-22T19:14Z [----] followers, [----] engagements

"Bullish $DIS"
X Link 2023-11-13T18:03Z [----] followers, [---] engagements

"$GOOGL remains the cheapest company of its class. I think the following are reasons for the discount. 1) terrible management and a subpar culture. 2) current uncertainty surrounding their moat. Of the Mag [--] I would argue the management at google is the worst. Complacent propped up by what is a magnificent product with incredible barriers to entry. A culture of stagnation with priorities set on the what people look like or what they have between their legs instead of their accomplishments. But you know what they say. Buy a company that could run even with a moron running it. Cant think of a"
X Link 2023-12-26T12:55Z [----] followers, [----] engagements

"GTS acquired. Im now team Porsche 🥳 said bye bye to my $TSLA Okay serious question Should I splurge a little Okay serious question Should I splurge a little"
X Link 2024-01-06T07:39Z [----] followers, [----] engagements

"Imagine being the guy who shorted $NVDA at the beginning of [----] in the dumbest way possible fumbling nearly every long idea you had charging for a day trading course and still thinking you have any credibilit. pathetic Comment if you know who this is"
X Link 2024-01-08T15:18Z [----] followers, [----] engagements

"Waking up today remembering Paul is leveraged short $NVDA since January [----]. If you ever have a bad year in the market just remember youre not Paul"
X Link 2024-01-18T18:09Z [----] followers, [---] engagements

"So much $TSLA cope. You needed to hear yesterdays call to suddenly question the valuation. or are you just blind Just saying the content creator's I've seen with their implied CAGAR of 50% over the next [--] years from levels in [----] were not crazy to you Is it really a tech company or a car company with some tech"
X Link 2024-01-25T17:22Z [----] followers, [----] engagements

"$GOOGL earnings Numbers looked good guidance looked good what gives Discussion with Club Members last night I came away with the following key points. - Alphabet is terrible at setting the tone. Terrible at selling themselves as a company. They either don't know how or don't care to. - Alphabet continues to hold some of the best assets in the entire world. This seems to be their source of passiveness. "Good times create weak men" best describes how I feel about the management. - Too many employees paid too much. Alphabet is notorious for overpaying over-pampering employees who frankly do very"
X Link 2024-01-31T17:01Z [----] followers, [----] engagements

"Me retiring today $META $AMZN I have officially hit beyond my retirement figure since first investing in [----] 🥳literally over half my net worth. To all those that followed me through the public portion of my journey I thank you for all your support and the fun times"
X Link 2024-02-01T21:11Z [----] followers, 49.4K engagements

"Idk if this is the right way to look at it. In my humble opinion fear of missing out shouldnt guide you. Instead reflecting on what is likely the cause of the underperformance. I think its entirely valuation. $TSLA If you had invested $10000 in these stocks on Jan [--] [----] it would be worth today. [--]. Apple - $10108 [--]. Meta - $13843 [--]. Netflix - $12136 [--]. Nvidia - $13721 [--]. Google - $10215 [--]. Amazon - $11476 [--]. Tesla - $7380 $TSLA $META $NFLX $NVDA $AMZN $AAPL $GOOG If you had invested $10000 in these stocks on Jan [--] [----] it would be worth today. [--]. Apple - $10108 [--]. Meta - $13843 [--]. Netflix -"
X Link 2024-02-02T20:07Z [----] followers, [----] engagements

"More often than not heavily shorted companies tend underperform. Often retail investors look at shorted companies in the modern age and think "Short Squeeze Opportunity". I would caution this mentality with the following relevant study. $CELH $AI $CVNA $PLUG $UPST are a few from the list that come to mind as having strong retail interest. Definitely there are more left out but take this general idea and apply it to others. "On average a one-standard-deviation increase in SII predicts a 0.62% lower market return in the next month" Heavily shorted stocks more often than not have something"
X Link 2024-02-02T22:07Z [----] followers, [----] engagements

"FTC and other regulatory bodies weren't able to stop $MSFT from buying $ATVI the largest gaming publisher and the second largest console platform. but stopped $AMZN from buying a vacuum company $IRBT and one tiny airline from merging with another tiny airline so they can't scale like the big [--]. good job guys. you're doing great 🤡"
X Link 2024-02-05T17:15Z [----] followers, [----] engagements

"Anyone who is saying $NVDA is $CSCO [----] does not know what they are talking about. I dont own NVDA but have at least the sense to deeply view the two events in their own respects. That does not mean $NVDA is under or overvalued. But its definitely not the same"
X Link 2024-02-21T22:38Z [----] followers, [----] engagements

"How did I not see this before. Obvious buy $BLDR"
X Link 2024-02-24T02:48Z [----] followers, [----] engagements

"Weekend Stock Rant: Sterling Infrastructure $STRL This has become one of my largest holdings and since the last PUBLIC update its now out there for none club members. I will discuss the idea briefly here. I am up roughly 40% on the position. Thesis in a nutshell as everyone pushes their capex on the data center who stands to benefit Companies like Sterling who build out the e-infrastructure. Secondly the United States road infrastructure is set for a large upgrade cycle and many states have low grade highways this is a great set-up once again for companies like STRL. If we listen to the"
X Link 2024-03-02T18:18Z [----] followers, [----] engagements

"Whats the next $META opportunity Just stop If you missed it you missed it Sort of strange to see retail say this is (insert stock here)a $META moment. As someone who actually went all in during the real $META moment that again was in my opinion obvious enough at the time I just dont see the comparisons everyone is doing. $PYPL is a COMPLETELY DIFFERENT SET UP. And as someone whos held $GOOGL for longer than most people on this platform Im just laughing at people see a tiny little decline saying oh is this googles meta moment Anyways rant over. If you missed it too bad so sad. Stop reaching."
X Link 2024-03-04T20:00Z [----] followers, [----] engagements

"While I'm not very political I view Stanley Druckenmiller as perhaps the greatest investor of our time. An investor isn't rewarded for fluff opinions or theory you are rewarded for being able to understand a situation understand systems. If you are right you'll make money. If you're wrong you'll lose money. or you're just lucky but I doubt a man who has never had a down year is just lucky. That being said his commentary here should not be dismissed. Investor Stanley Druckenmiller on Bidenomics: "If I were a professor I'd give them an 'F'." https://t.co/WfsU4ecO6y Investor Stanley"
X Link 2024-05-07T15:22Z [----] followers, [----] engagements

"Another very strong quarter for $STRL being one of my top positions here are my key takeaways. CM analyst @AndrewM61370616 has been pounding the table since $35 1) Margin Expansion E-Infrastructure is the hottest game in town and that comes with improved margins. This segment continues to grow rapidly as demand for data centers grow and has no signs of ending anytime soon. 2) Very strong backlog continues to ramp up as the arms race pushes on from the large hyper-scalers. 3) Public infrastructure spend continues to be another lesser credited theme benefiting the company. But hey while"
X Link 2024-05-07T15:35Z [----] followers, [----] engagements

"$RILY @AlderLaneEggs is likely a zero. what a S*** show. Longs are claiming the assets are worth a ridiculous amount and believe in the "short squeeze". Somehow thinking the filing of the 10k proves anything while having an adverse opinion on internal controls. We keep finding irregularities here @AndrewM61370616 @0GBaconMemes"
X Link 2024-05-18T21:23Z [----] followers, [----] engagements

"I want to know who takes you seriously so I don't take them seriously. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again"
X Link 2024-05-24T23:08Z [----] followers, [----] engagements

"Dang so much time spent over a business not worth the effort. Been saying this since its Spac crazy days dont know why retail insists on spending so much time and effort on this one. Love to sit back and watch it happen though. I just finished my first draft of the $SOFI article I am probably the most excited to publish of any I've ever written. The problem is that it is really long like 6700+ words and something like [--] charts and figures. This was an absolute labor of love to write but I fear it I just finished my first draft of the $SOFI article I am probably the most excited to publish of"
X Link 2024-06-22T22:26Z [----] followers, [----] engagements

"The retail investors are realizing it now Mistakes happen. You could have done way way way worse. $PYPL was just another example of the retail crowed scrambling into something they didn't understand. At least its not $SOFI. I regret buying $PYPL. There I said it. I regret buying $PYPL. There I said it"
X Link 2024-06-26T22:34Z [----] followers, [----] engagements

"The Guy who shorted $NVDA thinks he is him. What is your allocation % What is your time weighted return calculated by your broker(at the very least since you began on youtube) These are the questions that you have not answered but if you oneday do it will go a long way to add transparency. It doesn't make you better than all the other furus on youtube. if you're underperforming and still showing it I'd respect it at least show your paid members. and don't give the "lawyers told me not to". I know you're probably structured as a family office papa might not be in favor of it. But you don't"
X Link 2024-07-30T16:14Z [----] followers, [----] engagements

"$BTI @BATplc CUT THE DIVIDEND and just do this I doubt many stocks would outperform you if you did. Do good by your shareholders. Send this to the management teams you are invested in Subject Line: Just do this AutoZone $AZO Have a great weekend https://t.co/qEG9XM1Oc1 Send this to the management teams you are invested in Subject Line: Just do this AutoZone $AZO Have a great weekend https://t.co/qEG9XM1Oc1"
X Link 2024-10-22T21:07Z [----] followers, [----] engagements

"I'm so glad regulators are protecting the people where it matters. Protecting the precious highly competitive none luxury bag market. Good thing they stopped Activision from getting acquired by $MSFT 😉 $CPRI"
X Link 2024-10-24T21:56Z [----] followers, [----] engagements

"I went to a Halloween party recently and I would be lying if this wasn't me at least a little bit. 🤣 $DPZ"
X Link 2024-10-29T14:00Z [----] followers, [----] engagements

"While I do not particularly like $MSTR I will have to defend it here. This is a terrible take and one that reflects a common error made by new investors. There is a difference between GAAP accounting and tax accounting. We reconcile the differences that occur due to those differences. In this instance unrealized gains are recorded in GAAP accounting because the stated intent of GAAP standards is to reflect the true state of a business to achieve the goal of completeness. So the intent is to have a line item that communicates to a stakeholder the change in value of held assets. Before an"
X Link 2025-01-24T23:55Z [----] followers, [----] engagements

"Today's market reaction is hilarious. People never change. Reminds me of the old META narrative may elaborate my thoughts later in a livestream depends on when I get done with work"
X Link 2025-01-27T18:32Z [----] followers, [----] engagements

"Having some random timing luck #PLTR"
X Link 2025-02-19T20:40Z [----] followers, [----] engagements

"As we watch all the retail shitcos die and people round tripping their portfolios. and the market isn't even down 2% ytd. @AndrewM61370616 there will no doubt be buying opportunities to take advantage of the forced selling. a wealth transfer if you will. $HIMS $PLTR $APP $IONQ $HOOD $RGTI $QUBT $QBTS $MSTR $OPEN"
X Link 2025-03-04T16:55Z [----] followers, [----] engagements

"You were the chosen one it was said you would crush the bears not join them Bring balance to the market not leave it in redness $VOO $QQQ"
X Link 2025-03-04T18:10Z [----] followers, [----] engagements

"Bank of America (BOA) $BAC reports consumer spending in the US is up 6% year-over-year (YoY). The consumer is not dead yet but when judging the US market we must remember what matters. For perspective the US consumer accounts for roughly 70% of GDP whereas in other nations like Canada it accounts for roughly half (depending on the year). For the United States it really comes down to 'it's the consumer stupid' (ITCS) when making judgments on the economy's direction. As of now there are no signs of massive turmoil and no liquidity crunch is visible. We have a very clear commercial real estate"
X Link 2025-03-25T17:05Z [----] followers, [----] engagements

"Today Mr. Cooper $COOP) my second-largest position received a buyout offer providing a very handsome exit. Here are my initial thoughts: Regarding the buyer Rocket Companies $RKT I believe they are acquiring a fantastic asset that was significantly misjudged by the market despite its strong performance over the years. As a mortgage servicer Mr. Cooper offers great economies of scale and holds a favorable position within the transaction. While I'm sad to see Mr. Cooper leave my portfolio I also view this event as well-timed considering the current market's position. This allows members of"
X Link 2025-03-31T19:26Z [----] followers, [----] engagements

"While watching the compound episode at the request of my members @0GBaconMemes to react to some of the ideas presented. I couldn't help but notice how Bloomberg is adding China and Taiwan as one. This is on purpose as each of these respective companies $KLAC $AMAT & $LRCX list them out separately and one would have to go out of their way to add these figures. This matters because Bloomberg is misrepresenting the risk and providing poor data by which investors might incorrectly adjust allocations. Unfortunate to see Bloomberg do it for what I can only assume is political reasons. @WhiteHouse"
X Link 2025-04-26T21:03Z [----] followers, [----] engagements

"Joseph has me blocked so I couldn't do a simple quote tweet on his response. But this is SPOT ON. $FICO is one I'm looking closely at. The cost savings on the FICO reports is peanuts in comparison to other parts of the transaction chain. @pulte should reconsider this in large part I expect financial institutions to continue to use FICO irrespective of alternatives just because it has a material impact on the value when these assets are securitized. If you then go one step further and do anything that could harm the value of that securitization you might even increase the cost to borrow for"
X Link 2025-05-27T16:18Z [----] followers, 21K engagements

"I love it when retail streamers pump your stock even more to the stratosphere $TSSI. Nice opportunity to take my cost basis out yet again I thank you 🙏"
X Link 2025-06-26T13:45Z [----] followers, [----] engagements

"I kinda don't want rates to come down. I'm having fun buying some fixed income at current rates"
X Link 2025-06-30T14:27Z [----] followers, [---] engagements

"@buccocapital more like what the $FIG management is thinking knowing they could have raised so much more. Just like $ABNB's "humbling moment" on their IPO haha"
X Link 2025-07-31T19:16Z [----] followers, 12K engagements

"$TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to receive a good deal of business from the surplus that Dell cannot fulfill. Over the next few quarters we will see what that brings for TSS. I've taken advantage of this and fully rebuilt the position for another go. I've already made a lot of money with this name and my partner @AndrewM61370616 has discussed it extensively on this platform"
X Link 2025-08-29T13:00Z [----] followers, 14.1K engagements

"and people panic sold great cos because some whatever bank did whatever things. $APO $CCB $NBN You wanna tell me the economy is weak Well bank earnings tell a different story Kudos to @ramahluwalia https://t.co/EqOZMRoJf4 You wanna tell me the economy is weak Well bank earnings tell a different story Kudos to @ramahluwalia https://t.co/EqOZMRoJf4"
X Link 2025-10-19T19:30Z [----] followers, [----] engagements

"@Ckrawl $Adbe I can see it. $NIKE Im not a fan of appeals that trades rich like a tech stock"
X Link 2025-10-28T14:15Z [----] followers, [---] engagements

"$NVDA $TSSI don't overthink it. How many companies need to tell you that DC capex is going up Very excited to see what comes out from the folks over at $TSSI over the next few months. Will also be discusing in future posts on energy and its still overlooked (despite being up alot) role still yet to play. Disclosure: We are long both"
X Link 2025-10-28T20:32Z [----] followers, [----] engagements

"One of the main issues I discussed with members is that in my view $FI had poor capital allocation. In the last quarter the company stated their target Debt to EBITDA ratio was [---] and they were at [---]. You have no room for error when you are pushing leverage like that. There is also a tail risk on the banking cores as newer players seek to supplant them. It only takes one case study to highlight this risk. There is demand but the high retention rate is mainly because switching is so inconvenient due to the amount of risk it introduces and the regulatory overhead. Looking ahead this might"
X Link 2025-10-29T18:22Z [----] followers, [----] engagements

"$AMZN not a surprise AWS re-accelerated given the management team both told us about the slow down last quarter and told us it would accelerate this quarter. honestly do people not read. Don't overthink it $TSM $NVDA $TSSI remain longs here. Disclosure: Long the names mentioned above"
X Link 2025-10-30T21:34Z [----] followers, [----] engagements

"$ADBE is overly hated. I get asked a lot what I think about this name and honestly while I am not long I dont think a buyer here is going to do poorly over the long run. I envision a future where $ADBE is simply the UI by which we interact with the various LLM imag generating tools. There will always be a need for final touches and I don't really see a world where its a fully automated task without at least some oversight. Billing in many of these SaaS names is going to move from seats to usage. So no SaaS is not dead across the board. I may or may not initiate a position at a later date"
X Link 2025-11-01T18:56Z [----] followers, [----] engagements

"$AMZN $GOOGL $MSFT 80% of fiber was not used after the .com bubble a stat I just heard someone repeat to me. The actual percentage is irrelevant but the idea behind it is more important. There is a massive lack of nuance in this comparison. During the .com bubble they built infrastructure based on predictions of future demand. Today hyperscalers have customers waiting in line for compute they need to build just to keep up with existing demand not simply to predict future needs. The only reason the so called neocloud companies have been able to successfully pivot from crypto mining to the next"
X Link 2025-11-03T21:02Z [----] followers, [---] engagements

"$PLTR I have no position but why is the ceo crashing out on CNBC over short sellers as if that even matters as long as the fundamentals are sound. That only makes me worried. If anything it makes me concerned. Sam Altman also crashing out is what's probably adding to fears. Its just not a good look"
X Link 2025-11-05T02:45Z [----] followers, [----] engagements

"$TSM tells you they are surpassing capacity expectations and raising prices again. Market: yeah whatever Me:"
X Link 2025-11-09T01:28Z [----] followers, [----] engagements

"$ELV $UNH $MOH kind of crazy how this information is not priced in. With both names having completely different levels of reactions and yet fairly small exposure to a proposal more than anything. $ELV is acting like it has $OSCR exposure to ACA. If we break it down by profit contribution its even lower at roughly 1-4% for $ELV while being by far the most important contributor to $OSCR"
X Link 2025-11-10T17:22Z [----] followers, [----] engagements

"if @michaeljburry thinks the useful life of GPUs is [--] years then shorting $NVDA is probably the dumbest trade he could have thought of. You're telling me they need to refresh every three years Why are you not shorting $GOOGL $META $AMZN $MSFT or why not short the neo clouds"
X Link 2025-11-10T21:31Z [----] followers, [----] engagements

"This is either a retarded post or genius rage bait $META I honestly can't tell Where is the Silicon Valley dominance Americans talk so loudly about Those charts speak more than thousand words European technology is winning while American tech bubble is finally bursting The future of technology is being built in Munich not California https://t.co/XNyzIcbhHy Where is the Silicon Valley dominance Americans talk so loudly about Those charts speak more than thousand words European technology is winning while American tech bubble is finally bursting The future of technology is being built in Munich"
X Link 2025-11-12T19:08Z [----] followers, [----] engagements

"$RGTI $IONQ $QBTS $QSI $QUBT You open your account and all you see is this"
X Link 2025-11-12T20:05Z [----] followers, [----] engagements

"$BRK.A $BRK.B buys a tiny amount of $GOOGL so idiots think its material and saying buffet is buying the relative top or saying this validates the current valuation is wild. Its not noticeable Asked Ai to give me a quick visual of the portfolio. Its just a nothing burger. Its likely just Todd or Ted but go ahead and foam at the mouth over a smaller position than $KHC or call him an idiot. I think both takes are awful lol. Buffet is leaving the game strong with a massive win in Apple. This is all just noise"
X Link 2025-11-16T18:36Z [----] followers, [----] engagements

"thank you for saving $IRBT Netflix AND Paramount are trying to buy Warner Brothers right now. So what does that mean for you Your streaming prices could skyrocket. https://t.co/AfJn6lHiXv Netflix AND Paramount are trying to buy Warner Brothers right now. So what does that mean for you Your streaming prices could skyrocket. https://t.co/AfJn6lHiXv"
X Link 2025-12-17T13:12Z [----] followers, [----] engagements

"@AlohaOasis its a great company to play infra over the past few years. Still has legs $URI"
X Link 2026-01-05T18:03Z [----] followers, [--] engagements

"$SNDK absolutely astonishing the move we've seen so far this year alone is off the back of massive margin increase with prices going through the roof. NAND memory supply will not come online in any meaningful way for a while. Expect more of this narrative to continue across all memory. Disclosure: long https://twitter.com/i/web/status/2017047290439974959 https://twitter.com/i/web/status/2017047290439974959"
X Link 2026-01-30T01:28Z [----] followers, [---] engagements

"New World Order nonsense NVDA Strong Sales in China Software Stocks Still Crashing https://x.com/i/broadcasts/1gqxvrQlDQpxB https://x.com/i/broadcasts/1gqxvrQlDQpxB"
X Link 2026-02-01T01:35Z [----] followers, [---] engagements

"Market is selling off the OpenAI complex for misguided reasons. $MSFT $ORCL OpenAIs burn rate is perfectly reasonable for its scale. Other companies had similar burn profiles pre-IPO. $UBER was famous for being a cash-burning machine at a much smaller private valuation mind you. By the way people talk youd think OpenAI is burning $50 billion per year. This is not a comment on valuation per se but noting the burn rate is not really as big of a deal as people make it. I said this in 2025: OpenAIs monetization happens this year. So this is the year we can begin to fairly judge their efforts."
X Link 2026-02-02T17:53Z [----] followers, [----] engagements

"$ORCL 🚨 Oracle in December: We're going to "borrow substantially less than most people are modeling." Oracle February 1: We're now $45-50b more increasing our debt load nearly 40% more. what a bullsht lie. https://t.co/EZS5Ax3WMQ 🚨 Oracle in December: We're going to "borrow substantially less than most people are modeling." Oracle February 1: We're now $45-50b more increasing our debt load nearly 40% more. what a bullsht lie. https://t.co/EZS5Ax3WMQ"
X Link 2026-02-03T04:35Z [----] followers, [----] engagements

"well for $INTU they've always been hit here and there over their tax business disruption threat. Maybe now its more real than ever and coupled with the SAAS fear and startign valuation is an issue. But that "same thing" if you're referring to sentiment/narrative is playing out in $CSU or you disagree https://twitter.com/i/web/status/2019133486741758143 https://twitter.com/i/web/status/2019133486741758143"
X Link 2026-02-04T19:38Z [----] followers, [--] engagements

"Nice set up"
X Link 2025-04-07T18:14Z [----] followers, 13.3K engagements

"Indeed. it was a nice set up. Nice set up https://t.co/3wVtC3knp0 Nice set up https://t.co/3wVtC3knp0"
X Link 2025-06-27T18:10Z [----] followers, [----] engagements

"$ODFL $GXO still look good here as we see trucking bottom out. Top LTL and 3PL players"
X Link 2025-12-03T20:12Z [----] followers, [---] engagements

"RT @zephyr_z9: Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on mem"
X Link 2026-02-05T22:11Z [----] followers, [--] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing